Truist Financial

Truist Financial’s Taylor Morrison TMHC Stock Holding History

Truist Financial’s Portfolio TMHC Stock Details TMHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-14,835	Closed	-$822K	–	2728
2024 Q2	$822K	Buy	14,835 +44	+0.3%	+$2.52K	﹤0.01%	1700
2024 Q1	$920K	Sell	14,791 -68	-0.5%	-$3.75K	﹤0.01%	1651
2023 Q4	$793K	Sell	14,859 -366	-2%	-$16.4K	﹤0.01%	1723
2023 Q3	$649K	Sell	15,225 -2,957	-16%	-$139K	﹤0.01%	1777
2023 Q2	$887K	Sell	18,182 -4,998	-22%	-$215K	﹤0.01%	1645
2023 Q1	$887K	Buy	+23,180	New	+$814K	﹤0.01%	1625
2022 Q3	–	Sell	-19,732	Closed	-$461K	–	2669
2022 Q2	$461K	Buy	19,732 +64	+0.3%	+$1.7K	﹤0.01%	1954
2022 Q1	$535K	Buy	+19,668	New	+$598K	﹤0.01%	1971
2021 Q2	–	Sell	-21,414	Closed	-$660K	–	2816
2021 Q1	$660K	Buy	21,414 +66	+0.3%	+$1.85K	﹤0.01%	1824
2020 Q4	$547K	Buy	+21,348	New	+$544K	﹤0.01%	1803
2020 Q2	–	Sell	-29,288	Closed	-$322K	–	2581
2020 Q1	$322K	Sell	29,288 -682	-2%	-$14.7K	﹤0.01%	1813
2019 Q4	$655K	Buy	+29,970	New	+$720K	﹤0.01%	1688

Other funds holding TMHC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return